When you’re a technology leader at a $1B+ wealth management firm, there’s a lot that can keep you up at night. Technology issues are evolving, but fortunately, so are solutions. When it comes to the role of the CTO, technical and analytical skills are only part of the job. It might be the case that no skill is as important as agility: the ability to assess the needs of your organization at a particular moment, and to change your tools and tactics over time to satisfy advisors and their clients.
Join us for an educational webinar based on research from the spring 2024 CTO Think Tank, hosted by WealthManagement.com and The Oasis Group. We’ll discuss the major themes and findings including:
Creating a culture that embraces change management
Cybersecurity measures for enterprise wealth management firms
The importance of a data governance strategy
Where firms are leveraging AI and unlocking the power of data
GM/VP Global Financial Services Solutions & Strategy
Salesforce
Perry Rotella
Managing Director – Financial Services
Box
John O'Connell
Founder and CEO
The Oasis Group
Shannon Rosic - Moderator
Director of WealthStack Content & Solutions
WealthManagement.com
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Archived versions of webinars from WealthManagement.com are available
for viewing On Demand shortly after broadcast. Register todayand you will
receive an email with login instructions as soon as the replay is available.
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